Investment objectives and target returns
Each investment strategy has a stated objective which is the desired investment outcome for the strategy. Each pre-mixed investment strategy also has a target
level of return above inflation, (as measured by the Consumer Price Index) over rolling time periods. These target levels of return above inflation vary with
the inherent level of risk associated with the asset allocation.
The target return is a benchmark to measure the performance of each strategy. Usually, the benchmark applied is a common market indication so, for example, the benchmark for shares would usually be a stock exchange. Keep in mind when reviewing these targets that they are simply tools to monitor performance. The target is not a forecast of future returns or prediction of the earnings on your investment.
The Trustee will review and may change the investment objective of an investment strategy from time to time, or its target return.
A target return is not a forecast or guarantee of future rates of return, but is designed to express the Trustee’s return objective for each investment strategy.
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First State Super Investment Strategies
Pre-mixed
High Growth
Diversified
Balanced
Capital Guarded
Single asset class
Australian Equities
International Equities
Property
Australian Fixed Interest
International Fixed Interest
Cash
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